· Appoint and remove members of the board and its committees;

· Set the budget and amount of assessments;

· Enter contracts on the association’s behalf, including management agreements, vendor contracts, and leases in the association’s name;

· Adopt and amend rules and design criteria governing the use of lots, units, and common areas; and

· Exercise certain other powers generally assigned to the association, its officers, or its board.

Each of these powers is a power to administer and is not absolute. On the contrary, a developer (also called a declarant) owes significant duties to the owners to properly administer the association’s affairs. These duties come from contracts governing the developer’s relationship with the owners, the covenant of good faith and fair dealing, and fiduciary duties arising under Utah’s statutes and prevailing court decisions. To protect the community—and itself—it is critical that a developer regularly assess whether it and its appointed members of the board are complying with their duties by asking the following questions:

Fairness and Transparency

☐ Are you following the same rules you enforce against other owners? Example: Do you exempt the developer from some design or architectural requirements?

☐ Are you fairly enforcing the rules against owners? Example: Are you granting members of the board exceptions not given to other owners?

☐ Do you pay assessments like any other owner? Example: Do your governing documents illegally provide that the developer is not required to make the same payments that other owners are required to make?

☐ Are you maintaining the association’s records, including governing documents, board minutes, budgets, financial statements, and other appropriate accounting records? Are

you making these records available to owners, as is their statutory right in order to protect their ownership interests? Example: Do you provide agreements and other documentation that support financial statements and records?

☐ Have you disclosed all conflicts of interest? Example: Do you disclose the developer’s subsidies to the association even before they are requested?

☐ Have you established and follow procedures to ensure there are no private dealings between the board, the developer, property managers, and other interests? Example: Are members of the board paying themselves as members of the board, members of committees, or both? Are these contracts and payments disclosed to the owners?

☐ Have you disclosed defects and deferred maintenance? Example: Have you hidden defects from the owners because the developer does not want to pay for the costs of repair?

☐ Are you following required notice and disapproval procedures in exercising your rulemaking authority? Example: Have you properly published the rules to the owners?

Responsible Operation

☐ Are you prudently managing and maintaining common areas and facilities? Example: Are you maintaining all the common areas and facilities fairly or favoring those that impact the developer’s lots or units?

☐ Do your regulations extend beyond what is permitted by law? Example: Do your design or architectural guidelines prohibit backyard amenities, flags, solar panels, political signage, water-wise landscaping, or accessory dwelling units?

Governance

☐ Are you following state governance requirements? Example: Have you timely registered the association as an entity and as a homeowners’ association with the State of Utah?

☐ Are you following the association’s governance policies? Example: Are official acts by directors or committee members taken in meetings with a quorum? Are votes being taken and recorded? Is there one director or committee member that exercises an undue or unequal influence on the decisions of the board or committee?

☐ Are you holding required annual meetings of the members and open board meetings? Are you providing owners with an opportunity to make comments? Example: Are you holding meetings but only leaving a few minutes for comments despite having a large community?

☐ Do you regularly ensure that board members and officers follow the association’s declaration, bylaws, and rules? Example: Do you have checks in place to ensure that officials are holding properly noticed meetings and voting on properly noticed actions?

☐ Do you regularly ensure that board members and officers operate only within their authority? Example: Is a principal of the developer dictating what will occur within the association despite not being on the board?

Compliance with State and Federal Laws

☐ Are you in compliance with federal laws, including the Americans with Disabilities Act, the Fair Housing Act, the Freedom to Display the American Flag Act, and the Fair Debt Collection Practices Act, etc.? Example: Do you have sufficient handicapped parking?

☐ Are you providing buyers with the statutorily required disclosures — e.g., a copy of the association’s governing documents, most recent financial statement, reserve fund analysis, etc.? Example: Are you providing the documents or simply stating that they can be found at the county recorder’s office?

☐ Do you know the exact date or conveyance threshold that ends your period of administrative control for this specific project? Example: Are your CC&Rs based on the correct law?

Financial Management

☐ Do the reinvestment fees directly benefit the association? Example: Are you using reinvestment fees to illegaly pay for amenities owned by you, the developer?

☐ Have you established a sound fiscal basis and levied assessments that adequately—but not excessively—fund operations and reserves? Example: Have you forgone a reserve study because you are in the period of administrative control?

☐ Are your design review fees proper? Example: Do you impose design review fees based on square footage rather than actual costs of review? Are you reimbursing owners for costs that exceed the actual cost of review?

The period of administrative control is a temporary custodianship defined by contractual, fiduciary, and statutory duties. Treating the control period as “absolute” will prove a costly legal mistake. Regularly reviewing compliance builds a successful, legally compliant community, and protects you—the developer—from avoidable litigation.

Aaron Pacini is a Partner at Maxwell & Morgan, Inc.—a regional leader in community association law that provides an array of legal services, including litigation, insurance defense, covenant enforcement, assessment collection, and recovery.

Aaron Pacini | apacini@hoalaw.biz | 801-618-4103 | 1802 W South Jordan Pkwy, Suite 130, South Jordan, UT 84095

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Mesa, AZ, March 12, 2024– Maxwell & Morgan, P.C., a community association law firm in the greater Phoenix area, today announced that the Community Associations Institute (CAI) has appointed Charles Sellers, one of the firm’s partners as its new Arizona Chapter President. CAI is an international membership organization with 63 chapters worldwide and is dedicated to building better communities and providing information, education and resources to the homeowner volunteers who govern communities and the professionals who support them.

“I am grateful for the opportunity to serve as the 2024 CAI Arizona Chapter President and excited to see the positive impact we all have together on the Arizona community association industry,” said Charles Sellers. “My goals in 2024 include fostering an environment of increased involvement and participation by our members, and the continued overall growth of the Chapter.”

The organization plans to hold regular gatherings to facilitate participation and ensure a diversity of voices.

“We are extremely proud of Charles and have confidence that he will advance the growth and purposes of CAI during his service,” said Maxwell & Morgan Co-Founder and Managing Partner, Brian Morgan. “Charles has a great vision for the community association industry in Arizona and his drive and passion will no doubt serve the organization well.”

Charles Sellers is now the third attorney from Maxwell & Morgan to serve as the CAI Arizona Chapter President.

About CAI

CAI is an international membership organization dedicated to building better communities. With over 45​,000 members, CAI has 63 chapters worldwide, including Canada, the Middle East and South Africa, and relationships with housing leaders in a number of other countries, including Australia and the United Kingdom. CAI provides information, education and resources to the homeowner volunteers who govern communities and the professionals who support them. CAI members include association board members and other homeowner leaders, community managers, association management firms and other professionals who provide products and services to associations.

About Maxwell & Morgan

Since 1984, Maxwell & Morgan and its team of attorneys have led the way in community association law, providing legal counsel, covenant enforcement, litigation, insurance defense, and assessment recovery for thousands of community associations. Led by veteran attorneys who are active in the Community Associations Institute (CAI) and the national College of Community Association Lawyers (CCAL), the AV-rated® law firm and its attorneys have shaped the community association legal industry by teaching, training, and counseling clients and other industry professionals, as well as by influencing legislation and obtaining foundational court rulings for the community association industry. Community association boards, management companies, developers and insurance companies trust Maxwell & Morgan, P.C., to direct association legal affairs in a timely manner, with expertise and precision. Visit www.hoalaw.biz.

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Mesa, AZ, March 12, 2024– Maxwell & Morgan, P.C., a community association law firm in the greater Phoenix area, today announced the College of Community Association Lawyers (CCAL) fellow designation for one it’s partners, Chad Gallacher. The Community Associations Institute (CAI) uses the CCAL to recognize “excellence in the practice of community association law” and showcases Gallacher’s quality performance in the industry.

“I couldn’t be more grateful to receive this recognition from such a prestigious organization,” said Gallacher. “I strive each day to be a high-quality resource for the communities I serve, and it’s rewarding to be recognized by many of my peers in the industry.”

CAI has only recognized roughly 200 lawyers as CCAL fellows, adding to the achievement for both Gallacher and the firm.

“We are extremely proud of Chad and honored to be associated with him,” said Maxwell & Morgan Co-Founder and Managing Partner, Brian Morgan. “Nobody deserves this more than he does, and we are excited to see how this helps propel his career going forward.”

Gallacher’s acceptance into CCAL marks the third lawyer at Maxwell & Morgan to be recognized by CAI.

About CCAL

CCAL acknowledges CAI-member attorneys who have distinguished themselves through contributions to the evolution or practice of community association law and who have committed themselves to high standards of professional and ethical conduct.

About Maxwell & Morgan

Since 1984, Maxwell & Morgan and its team of attorneys have led the way in community association law, providing legal counsel, covenant enforcement, litigation, insurance defense, and assessment recovery for thousands of community associations. Led by veteran attorneys who are active in the Community Associations Institute (CAI) and the national College of Community Association Lawyers (CCAL), the AV-rated® law firm and its attorneys have shaped the community association legal industry by teaching, training and counseling clients and other industry professionals, as well as by influencing legislation and obtaining foundational court rulings for the community association industry. Community association boards, management companies, developers and insurance companies trust Maxwell & Morgan, P.C., to direct association legal affairs in a timely manner, with expertise and precision. Visit www.hoalaw.biz.

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Phone: (480) 862-2752

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08/28/2023

Mesa, AZ — Maxwell & Morgan is proud to be Certified™ by Great Place To Work® for the first time. The prestigious award is based entirely on what current employees say about their experience working at Maxwell & Morgan. This year, 98% of employees said it’s a Great Place to Work – 41 points higher than the average U.S. company.

Great Place To Work® is the global authority on workplace culture, employee experience, and the leadership behaviors proven to deliver market-leading revenue, employee retention and increased innovation.

“Great Place To Work Certification is a highly coveted achievement that requires consistent and intentional dedication to the overall employee experience,” says Sarah Lewis-Kulin, the Vice President of Global Recognition at Great Place To Work. She emphasizes that Certification is the sole official recognition earned by the real-time feedback of employees regarding their company culture. “By successfully earning this recognition, it is evident that Maxwell & Morgan stands out as one of the top companies to work for, providing a great workplace environment for its employees.”

“We are thrilled to become Great Place To Work-Certified™ as we consider employee experience a top priority every day,” said co-founder and managing partner, Brian Morgan. “We owe our continued success to our team of dedicated employees at Maxwell & Morgan. We celebrate and thank them for all they do to earn this incredible recognition.”

According to Great Place To Work research, job seekers are 4.5 times more likely to find a great boss at a Certified great workplace. Additionally, employees at Certified workplaces are 93% more likely to look forward to coming to work, and are twice as likely to be paid fairly, earn a fair share of the company’s profits and have a fair chance at promotion.

To learn more, visit https://www.greatplacetowork.com/certified-company/7045652.

WE’RE HIRING!

Looking to grow your career at a company that puts its people first? Visit our careers page at: https://hoalaw.biz/careers/

About Maxwell & Morgan

Maxwell & Morgan and its team of attorneys have led the way in community association law, providing legal counsel, covenant enforcement, litigation, insurance defense, and assessment recovery for thousands of community associations. Led by veteran attorneys who are active in the Community Associations Institute (CAI) and the national College of Community Association Lawyers (CCAL), the AV-rated® law firm has shaped the HOA legal industry by delivering training, speaking on topics, and authoring case notes. Community association boards, management companies, developers and insurance companies trust Maxwell & Morgan to direct association legal affairs in a timely manner, with expertise and precision. To learn more about us visit www.hoalaw.biz.

About Great Place to Work Certification™

Great Place To Work® Certification™ is the most definitive “employer-of-choice” recognition that companies aspire to achieve. It is the only recognition based entirely on what employees report about their workplace experience – specifically, how consistently they experience a high- trust workplace. Great Place to Work Certification is recognized worldwide by employees and employers alike and is the global benchmark for identifying and recognizing outstanding employee experience. Every year, more than 10,000 companies across 60 countries apply to get Great Place To Work-Certified.

About Great Place To Work®

As the global authority on workplace culture, Great Place To Work® brings 30 years of groundbreaking research and data to help every place become a great place to work for all. Their proprietary platform and For All™ Model helps companies evaluate the experience of every employee, with exemplary workplaces becoming Great Place To Work Certified™ or

receiving recognition on a coveted Best Workplaces™ List.

Learn more at greatplacetowork.com and follow Great Place To Work on LinkedIn, Twitter, Facebook and Instagram.

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August 17, 2023 (Mesa, AZ) – Maxwell & Morgan, P.C., a community association law firm in the greater Phoenix area, today announced its co-founder and managing partner, Brian Morgan, has been recognized by Best Lawyers in America® and Best Lawyers: Ones to Watch® in America.

Morgan’s lengthy resume includes over two decades contributing to the growth of the community association legal industry throughout Arizona and the country. During this time, Brian helped chair the Legislative Action Committee for Community Associations Institute (CAI), Arizona Chapter, where he participated in shaping the landscape of State and Federal legislation involving community associations. He is also one of only 168 attorneys nationally admitted as a fellow to the College of Community Association Lawyers.

Another example of Morgan’s contribution to the community association legal industry is his creation of Anva®, a practice management software solution created for law firms practicing in community association law.  Morgan is co-founder and CEO of Anva®, which has allowed him to share his expertise in the industry on a much broader level with all those using the software and further providing him with opportunities to work with the top community association lawyers in the country.

Additionally, Morgan was an early member of the Education Committee for the Arizona Association of Community Managers and assisted in drafting all course material for the training and certification of community managers throughout Arizona.

“What an honor to be recognized by the Best Lawyers organization,” said Morgan. “This recognition only amplifies my resolve to continue providing excellent legal counsel to community associations throughout the country and finding ways to improve the industry as a whole.”

Morgan has published numerous articles and CLE courses on issues surrounding community association law and is a sought-after lecturer and faculty member for educational seminars on local and national levels for issues involving community associations. He plans to continue these important endeavors throughout the remainder of his career.

About Best Lawyers

Best Lawyers is the oldest and most respected peer-review publication company in the legal profession. Recognition by Best Lawyers is widely regarded by both clients and legal professionals as a significant honor, conferred on a lawyer by their peers. For more than four decades, our publications have earned the respect of the profession, the media and the public as the most reliable, unbiased source of legal referrals anywhere. Our lists of outstanding lawyers are compiled by conducting exhaustive peer-review surveys in which tens of thousands of leading lawyers confidentially evaluate their professional peers. If the votes for a lawyer are positive enough for recognition by Best Lawyers, that lawyer must maintain those votes in subsequent polls to remain in each edition. Lawyers are not permitted to pay any fee to participate in or be recognized by Best Lawyers.

About Maxwell & Morgan

Since 1984, Maxwell & Morgan and its team of attorneys have led the way in community association law, providing legal counsel, covenant enforcement, litigation, insurance defense, and assessment recovery for thousands of community associations. Led by veteran attorneys who are active in the Community Associations Institute (CAI) and the national College of Community Association Lawyers (CCAL), the AV-rated® law firm and its attorneys have shaped the community association legal industry by teaching, training and counseling clients and other industry professionals, as well as by influencing legislation and obtaining foundational court rulings for the community association industry. Community association boards, management companies, developers and insurance companies trust Maxwell & Morgan, P.C., to direct association legal affairs in a timely manner, with expertise and precision. Visit www.hoalaw.biz.

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August 25, 2023

8:00 am – 3:00 pm

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